Department of Labor filing

CATHOLIC FINANCIAL LIFE

CATHOLIC FINANCIAL LIFE 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

53filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$5,009

Reported employer contributions per active participant.

Higher than about 67% of comparable plans

#People in the filing

109

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$337 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 19% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202453out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions67th percentileTypical peer $3,340 · based on 500 comparable plans

Lower reported administrative expense19th percentileTypical peer $164 · based on 494 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CATHOLIC FINANCIAL LIFE reported $545,932 in employer contributions across the plan and 109 active participants. That works out to $5,009 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy58%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 7.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 5.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context53/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $545,932
Participant contributions: $962,225
Other contributions: $621,054
Employer share of reported contributions: 36.2%
Beginning assets: $27,229,805
Ending assets: $30,118,208
Ending net assets: $30,118,208
Ending liabilities: Not reported
Total income: $6,036,440
Total expenses: $3,148,037
Administrative expenses: $63,280
Participant loans: $128,103

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,674

2023

$4,747

2024

$5,009

Plan-paid administrative expenses per participant

2022

$320

2023

$313

2024

$337

Active participants

2022

100

2023

109

2024

109

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,009	109	30.1M	20251015115319NAL0002247827003
2023	$4,747	109	27.2M	20241015150512NAL0030095137002
2022	$4,674	100	24M	20231013163659NAL0034516961005

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 390201015-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1997
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ASSOCIATED TRUST COMPANY, N.A.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015115319NAL0002247827003

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗